Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 578 | 527,139,879 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENPRO INC | COM | 301 | $53,762 | 343 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | U.S. UTILITS ETF | 302 | $53,428 | 669 | 0.00 | 0.00 | 1 | 0.15 | 12-31-2023 |
| PPG INDS INC | COM | 303 | $53,240 | 356 | 0.00 | 0.00 | -100 | -21.93 | 12-31-2023 |
| ISHARES TR | IBONDS 23 TRM TS | Liquidated | $0 | 0 | 0.00 | 2,130 | +Inf | 12-31-2023 |
